Today, you can sort projects by stage (To Bid, Quote Sent, In Construction). To view all projects related to a client, you can either search by the client’s name or use the contact page and open the client profile to see all associated projects.
We are also considering introducing a new stage: “Quote Signed.” Let us know what you think!
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Francois Jullien
Aug 19, 2025
Today, you can sort projects by stage (To Bid, Quote Sent, In Construction). To view all projects related to a client, you can either search by the client’s name or use the contact page and open the client profile to see all associated projects.
We are also considering introducing a new stage: “Quote Signed.”
Let us know what you think!